See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 53 · EIN 26-4310844 | Insurance Commissions | $21,926 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $3,816 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $900 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $370 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,819 | $61,156-66.0% | $185,823-88.8% | $79,386-73.8% |
| Participation rate | 78.4% | 66.6%+11.7pp | 81.7%-3.3pp | 70.7%+7.7pp |
| Annual return | 26.86% | 19.45%+7.4pp | 122.05%-95.2pp | 116.85%-90.0pp |
| Employer contribution / active EE | $177 | $2,321-92.4% | $5,167-96.6% | $2,427-92.7% |
| Participant deferral / active EE | $2,481 | $2,789-11.0% | $5,568-55.4% | $4,046-38.7% |
| Admin fee / account holder | $3 | $710-99.5% | $16,237-100.0% | $626-99.4% |